Investment Finance and Valuation

Answer investors and funders with confidence. Understand your company value and plan out your forecasted roadmap.

Financial Forecast and Modelling

Be a data person alongside us. Our dedicated analysts will work closely with you to identify key business metrics. A fully customizable forecast and modelling method enables you to adapt business strategies changes and stay agile with tailored insights.

  • Unlimited

    Strategic Planning Sessions for Forecasting

  • One (1)

    Financial Forecast & Modelling Sheet

  • One (1)

    Forecasted P&L Statement

  • Twelve (12)

    Months Maintenance

Financial Forecast and Modelling

 

Valuation Report and Summary

Build a compelling narrative backed with solid data. We combine deep understanding of your business and its forecast to craft a comprehensive storyline. This highlights your business’s strengths, key measurables, and growth potential, presenting an attractive and cohesive story that resonates with investors.

  • Unlimited

    Valuation Planning Sessions

  • One (1)

    Valuation Method Sheet

  • One (1)

    Business Investment Summary Factsheet

  • Twelve (12)

    Months Maintenance

Valuation Report and Summary

 

Capitalization Table Management

Understanding your ownership structure is vital for making strategic decisions. We ensure your cap table is accurate, clear, and up-to-date, providing a transparent view of equity distribution and investment rounds. This empowers you to make informed decisions and confidently plan out your next stakeholder roadmap.

  • Unlimited

    Equity Planning Sessions

  • One (1)

    Cap Table Management Sheet

  • Twelve (12)

    Months Maintenance

Capitalization Table Management
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